UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
14yrs
Mark Pliner
Financial advisor at Wells Fargo Advisors
Based in Philadelphia, Pennsylvania, Mark Pliner is a fiduciary financial advisor with 14 years of industry experience. Mark joined Wells Fargo Advisors in 2022, after two years at Citizens Securities and two years at MML Investors Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 58% of advisors in Philadelphia
Office100 N 18th St 22nd Floor [L2-Rbo], Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2020 – Apr 2022Citizens Securities, Inc.Previously
- Jan 2019 – Sep 2020MML Investors Services, LLCPreviously
- Sep 2018 – Nov 2018Princeton Global Asset Management LLCPreviously
- 2013 – 2018MerrillPreviously
Contact Mark
Local office(215) 564-8400Ask for Mark. (314) 875-3000Main office · St. Louis, MO 100 N 18th St 22nd Floor [L2-Rbo]Philadelphia, PA 19103Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (215) 564-8400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Pliner.
How long has Mark been a financial advisor?
Mark has been in the industry since 2013, about 14 years. More experience than 58% of advisors in Philadelphia.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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